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For MNT clinic billing teams, registered dietitian practices & outpatient nutrition clinics

Stay ahead of insurance visit limits before they hit

Every morning, WebRun opens Healthie, checks each active client's used and authorized visit count against their payer's limit, flags anyone within 2 visits of running out, logs the payer, limit, and visits remaining to a tracker sheet, and checks Stripe to confirm a payment method is on file before the client shifts to self-pay.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 7:30 AM WebRun
1 Healthie check visit counts against payer limits
2 Google Sheets log who's approaching their limit
3 Stripe confirm a payment method is on file
Run a sample
In short

How do I track insurance visit limits before clients run out of covered sessions?

WebRun checks every active client's authorized and used visit count in Healthie each morning, flags anyone within 2 visits of their payer's limit, logs the payer and visits remaining to a tracker sheet, and checks Stripe to confirm a payment method is already on file, so self-pay is ready before insurance coverage runs out.

  • Every client nearing their covered visit limit is flagged 2 visits out, not after a denied claim
  • Self-pay payment methods are confirmed before coverage runs out, not after
  • Billing sees one sorted tracker instead of checking each client's authorization by hand

Built for MNT clinic billing teams · registered dietitian practices · outpatient nutrition clinics · practice managers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.gethealthie.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Healthie - check visit counts against payer limits
    gethealthie.com How to Automate Healthie
    WebRun in Healthie: check visit counts against payer limits
    WebRun opens Healthie to check visit counts against payer limits.
    • Open Healthie and pull each active client's authorized visits and visits used by payer
    • Flag any client within 2 visits of their authorized limit
    • Note the payer, plan, and the date of the next scheduled visit

    Done when Every client within 2 visits of their payer limit is listed with their details.

  3. 2
    Google Sheets - log who's approaching their limit
    google.com How to Automate Google Sheets
    WebRun in Google Sheets: log who's approaching their limit
    WebRun opens Google Sheets to log who's approaching their limit.
    • Open the Visit Limit Tracker
    • Add or update a row for each flagged client with payer, visits remaining, and next visit date
    • Sort by visits remaining, soonest to run out first

    Done when The tracker reflects every client approaching their visit limit, sorted by urgency.

  4. 3
    Stripe - confirm a payment method is on file
    stripe.com How to Automate Stripe
    WebRun in Stripe: confirm a payment method is on file
    WebRun opens Stripe to confirm a payment method is on file.
    • Look up each flagged client in Stripe
    • Check whether a valid payment method is already saved for self-pay
    • Flag any client with no payment method on file so the front desk can request one

    Done when Every flagged client's Stripe payment status is confirmed or flagged as missing.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.gethealthie.com
ScheduleRuns automatically on this cadence
Every day at 7:30 AM
DeliveryHow each run's result reaches you
Visit limit worklist · Google Sheets
OutputWhat each run produces - A tracker row per client approaching their insurance visit limit, with payer, visits remaining, and whether self-pay is ready.
Spreadsheet
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it charge a client's card automatically?

No. It only checks whether a payment method is already saved in Stripe. It never charges a card; any charge is always a separate, human approved action.

How close to the limit does it flag a client?

Within 2 visits of their payer's authorized limit, by default. That threshold can be widened in your run settings.

What if a client's authorization was already renewed?

It reads the live authorized visit count in Healthie each morning, so a renewed authorization is reflected immediately and the client drops off the urgent list.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.